Berkley W R Corp
WRB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000011544
No open-market purchases or sales by Berkley W R Corp insiders were filed in the last 90 days; 954 institutions reported holding it in 13F filings for Q2 2026, worth $19.7B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in Berkley W R Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 758
- −7 vs. Q1 2024
- Shares held
- 177.8M
- −1.41M (−0.8%) vs. Q1 2024
- Total value
- $13.8B
- −$1.97B (−12.5%) vs. Q1 2024
- New holders
- 85
- 297 more added
- Sold out
- 92
- 251 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 954 | $19.7B |
| Q1 2026 | 926 | $18.5B |
| Q4 2025 | 952 | $19.9B |
| Q3 2025 | 934 | $18.7B |
| Q2 2025 | 923 | $18.7B |
| Q1 2025 | 915 | $18.7B |
| Q4 2024 | 876 | $15.3B |
| Q3 2024 | 800 | $14.8B |
| Q2 2024 | 758 | $13.8B |
| Q1 2024 | 772 | $15.9B |
| Q4 2023 | 728 | $12.6B |
| Q3 2023 | 667 | $11.0B |
| Q2 2023 | 660 | $10.3B |
| Q1 2023 | 693 | $11.2B |
| Q4 2022 | 716 | $13.2B |
| Q3 2022 | 667 | $11.9B |
| Q2 2022 | 665 | $12.6B |
| Q1 2022 | 617 | $12.1B |
| Q4 2021 | 575 | $10.1B |
| Q3 2021 | 513 | $9.04B |
| Q2 2021 | 526 | $9.17B |
| Q1 2021 | 507 | $9.36B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 51,706 | $4.06M | 0.00% | −1,791−3.3% | Reduced |
| Corebridge Financial, Inc. | 51,644 | $4.06M | 0.02% | +51,644 | New |
| Susquehanna International Group, LLP | 51,188 | $4.02M | 0.01% | −20,332−28.4% | Reduced |
| Amalgamated Bank | 50,965 | $4.00M | 0.03% | −2,039−3.8% | Reduced |
| ProShare Advisors LLC | 49,310 | $3.87M | 0.01% | +10,053+25.6% | Added |
| Fairman Group, LLC | 46,725 | $3.67M | 3.73% | 00.0% | Unchanged |
| Creative Planning | 46,434 | $3.65M | 0.00% | +1,471+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,299 | $3.56M | 0.01% | +9,233+25.6% | Added |
| Asset Management Group, Inc. | 44,983 | $3.53M | 0.66% | −61−0.1% | Reduced |
| Mackenzie Financial Corp | 44,826 | $3.52M | 0.01% | −13,496−23.1% | Reduced |
| Retirement Systems of Alabama | 44,552 | $3.50M | 0.01% | −180−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,364 | $3.49M | 0.02% | −128−0.3% | Reduced |
| IFM Investors Pty Ltd | 43,504 | $3.42M | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 43,320 | $3.40M | 0.02% | +600+1.4% | Added |
| Independent Advisor Alliance | 42,966 | $3.38M | 0.12% | +984+2.3% | Added |
| Stoneridge Investment Partners LLC | 41,301 | $3.25M | 1.23% | +41,301 | New |
| New Vernon Investment Management LLC | 40,980 | $3.22M | 4.18% | −40,980−50.0% | Reduced |
| Forsta Ap-Fonden | 40,900 | $3.21M | 0.03% | −7,000−14.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $3.18M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40,002 | $3.14M | 0.06% | −1,185−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 39,857 | $3.13M | 0.01% | +202+0.5% | Added |
| British Columbia Investment Management Corp | 39,309 | $3.09M | 0.02% | +14,678+59.6% | Added |
| Tobam | 39,085 | $3.07M | 0.48% | −12,075−23.6% | Reduced |
| State of Alaska, Department of Revenue | 39,002 | $3.06M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 38,916 | $3.06M | 0.02% | −21,190−35.3% | Reduced |
| Czech National Bank | 38,488 | $3.02M | 0.03% | +2,828+7.9% | Added |
| Handelsbanken Fonder AB | 38,325 | $3.01M | 0.01% | −5,751−13.0% | Reduced |
| DnB Asset Management AS | 37,180 | $2.92M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 37,132 | $2.92M | 0.02% | +10,129+37.5% | Added |
| Alamar Capital Management, LLC | 36,489 | $2.87M | 1.74% | +36,489 | New |
| USS Investment Management Ltd | 36,449 | $2.86M | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 36,349 | $2.86M | 0.35% | 00.0% | Unchanged |
| CX Institutional | 35,574 | $2.80M | 0.13% | +268+0.8% | Added |
| Dean Investment Associates, LLC | 35,516 | $2.79M | 0.40% | +5,880+19.8% | Added |
| Griffin Asset Management, Inc. | 35,479 | $2.79M | 0.32% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 35,223 | $2.77M | 0.01% | −5,188−12.8% | Reduced |
| Manchester Financial Inc | 35,200 | $2.77M | 0.68% | +370+1.1% | Added |
| Ameritas Investment Partners, Inc. | 34,933 | $2.75M | 0.09% | +1,027+3.0% | Added |
| Panagora Asset Management Inc | 34,244 | $2.69M | 0.01% | −5,153−13.1% | Reduced |
| Utah Retirement Systems | 34,201 | $2.69M | 0.03% | −400−1.2% | Reduced |
| Public Sector Pension Investment Board | 34,132 | $2.68M | 0.02% | +2,060+6.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 33,704 | $2.65M | 1.77% | −200−0.6% | Reduced |
| Accurate Wealth Management, LLC | 48,489 | $2.62M | 0.63% | +16,518+51.7% | Added |
| Sepio Capital, LP | 32,440 | $2.55M | 0.23% | −582−1.8% | Reduced |
| Tredje AP-fonden | 32,110 | $2.52M | 0.02% | −507−1.6% | Reduced |
| Cetera Investment Advisers | 31,847 | $2.50M | 0.01% | −11,492−26.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,976 | $2.43M | 0.25% | +103+0.3% | Added |
| Belpointe Asset Management LLC | 30,961 | $2.43M | 0.17% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,863 | $2.43M | 0.03% | +1,018+3.4% | Added |
| CIBC Asset Management Inc | 29,884 | $2.35M | 0.01% | −662−2.2% | Reduced |
| TD Private Client Wealth LLC | 29,838 | $2.34M | 0.07% | −1,452−4.6% | Reduced |
| Marshall Wace, LLP | 29,653 | $2.33M | 0.00% | +29,653 | New |
| Ostrum Asset Management | 28,903 | $2.27M | 0.20% | −5,642−16.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,879 | $2.27M | 0.09% | +2,316+8.7% | Added |
| STRS Ohio | 28,841 | $2.27M | 0.01% | −574−2.0% | Reduced |
| Caldwell Trust Co | 28,774 | $2.26M | 0.25% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 28,600 | $2.25M | 0.05% | +252+0.9% | Added |
| Martingale Asset Management L P | 28,163 | $2.21M | 0.05% | −144,786−83.7% | Reduced |
| New York Life Investment Management LLC | 27,777 | $2.18M | 0.02% | +53+0.2% | Added |
| Xponance, Inc. | 27,640 | $2.17M | 0.02% | −78−0.3% | Reduced |
| Tealwood Asset Management Inc | 27,373 | $2.15M | 1.30% | −86−0.3% | Reduced |
| Yousif Capital Management, LLC | 26,624 | $2.09M | 0.02% | −712−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 26,130 | $2.08M | 0.00% | −446−1.7% | Reduced |
| MML Investors Services, LLC | 26,205 | $2.06M | 0.01% | −2,538−8.8% | Reduced |
| Captrust Financial Advisors | 26,050 | $2.05M | 0.01% | −11,877−31.3% | Reduced |
| Beacon Pointe Advisors, LLC | 26,028 | $2.05M | 0.02% | −3,163−10.8% | Reduced |
| Credit Agricole S A | 25,718 | $2.02M | 0.01% | +13,405+108.9% | Added |
| Bank of Nova Scotia | 38,731 | $2.02M | 0.00% | −108,928−73.8% | Reduced |
| Aurora Investment Counsel | 25,604 | $2.01M | 1.18% | −1,156−4.3% | Reduced |
| Mutual of America Capital Management LLC | 25,471 | $2.00M | 0.02% | −1,100−4.1% | Reduced |
| Intrepid Capital Management Inc | 25,361 | $1.99M | 1.27% | +766+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 25,119 | $1.97M | 0.02% | +2,290+10.0% | Added |
| Agate Pass Investment Management, LLC | 25,097 | $1.97M | 1.05% | −886−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 24,929 | $1.96M | 0.09% | +24,929 | New |
| Daiwa Securities Group Inc. | 37,020 | $1.94M | 0.01% | +911+2.5% | Added |
| Hilltop Holdings Inc. | 24,321 | $1.91M | 0.22% | +17,902+278.9% | Added |
| Nissay Asset Management Corp | 24,228 | $1.90M | 0.01% | +523+2.2% | Added |
| Advisor Group Holdings, Inc. | 23,911 | $1.88M | 0.00% | −1,525−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,380 | $1.86M | 0.00% | +24,380 | New |
| Macquarie Group Ltd | 24,024 | $1.86M | 0.00% | −124,694−83.8% | Reduced |
| Pathstone Holdings, LLC | 23,472 | $1.84M | 0.01% | +762+3.4% | Added |
| Ethic Inc. | 23,106 | $1.82M | 0.04% | −1,477−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 22,733 | $1.79M | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 22,515 | $1.77M | 0.39% | −15−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 22,202 | $1.74M | 0.21% | +465+2.1% | Added |
| TownSquare Capital, LLC | 22,157 | $1.74M | 0.02% | +3,181+16.8% | Added |
| Willow Creek Wealth Management Inc. | 21,928 | $1.72M | 0.20% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,769 | $1.71M | 0.02% | +395+1.8% | Added |
| AXA S.A. | 21,406 | $1.68M | 0.01% | +59+0.3% | Added |
| UniSuper Management Pty Ltd | 21,040 | $1.65M | 0.01% | +7,692+57.6% | Added |
| Baxter Bros Inc | 20,992 | $1.65M | 0.22% | +10,460+99.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,896 | $1.64M | 0.07% | +20,896 | New |
| Insight Inv LLC | 20,495 | $1.62M | 1.40% | +950+4.9% | Added |
| First Hawaiian Bank | 20,586 | $1.62M | 0.05% | +420+2.1% | Added |
| Leavell Investment Management, Inc. | 20,584 | $1.62M | 0.09% | +181+0.9% | Added |
| Verition Fund Management LLC | 20,480 | $1.61M | 0.01% | +171+0.8% | Added |
| Neuberger Berman Group LLC | 20,119 | $1.58M | 0.00% | +2,938+17.1% | Added |
| Applied Capital LLC | 19,907 | $1.56M | 1.37% | +410+2.1% | Added |
| Toroso Investments, LLC | 19,520 | $1.53M | 0.02% | +11,915+156.7% | Added |
| Ossiam | 19,035 | $1.50M | 0.03% | −1,134−5.6% | Reduced |